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Technology Stocks : General DataComm (GDC) anyone following?
GDC 5.290+5.8%Jan 16 3:59 PM EST

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To: Sultan who wrote (160)9/17/1997 5:39:00 PM
From: Jeff Rosenberg   of 266
 
Sultan:

My main concern is the loss of Momentum they seem to be
undergoing ( the smaller players like Madge,Gdc ) seem to
be floundering while the Co. that are bigger or have better
Balance Sheets(e.g. Xyln,Fore ) seem to be doing OK. Then again
the NWK Mkt. as a whole is underperforming this year with CO.
like Asnd,Coms,Digi well off there highs..(Bay an exception)

I think they are in a very tenous postion since they have a
weak balance sheet along with the fact that there Revenue is
dropping ..(not a good sign)
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